See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,594 | $102,966+28.8% | $90,281+46.9% | $152,861-13.3% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 19.55% | 95.16%-75.6pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,513 | $3,139-19.9% | $2,854-12.0% | $4,762-47.2% |
| Participant deferral / active EE | $4,791 | $4,281+11.9% | $3,885+23.3% | $5,850-18.1% |
| Admin fee / account holder | $3,402 | $6,171-44.9% | $5,351-36.4% | $11,596-70.7% |